A detailed history of Whipplewood Advisors, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 42 shares of PRFZ stock, worth $1,591. This represents 0.61% of its overall portfolio holdings.

Number of Shares
42
Previous 27,789 99.85%
Holding current value
$1,591
Previous $1.16 Billion 10.02%
% of portfolio
0.61%
Previous 0.66%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
$37.35 - $43.35 $1.04 Million - $1.2 Million
-27,747 Reduced 99.85%
42 $1.04 Billion
Q4 2024

Feb 04, 2025

BUY
$40.82 - $45.39 $1.13 Million - $1.26 Million
27,789 New
27,789 $1.16 Billion

Others Institutions Holding PRFZ

About INVESCO FTSE RAFI US 1500 SMAL


  • Ticker PRFZ
  • Sector ETFs
  • Industry ETFs
More about PRFZ
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.